Jupiter’s Pidcock plays down TPP fears
Jupiter Asset Management’s Jason Pidcock has played down the impact of the United States pulling out of the Trans-Pacific Partnership.
Equities
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EM equities strong enough to face US headwinds – Goldman Sachs AM
A Trumped-up US economy, taper tantrum and a dollar bull market do not have to be insurmountable headwinds for emerging market equities, according to Goldman Sachs Asset Management’s Luke Barrs.
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UBS Wealth’s top five investor concerns
With uncertainty in the investment landscape showing no let-up in 2017, Caroline Simmons, deputy head of the UK chief investment office at UBS Wealth Management, reveals the five questions most asked by clients at the moment.
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PA Wealth Manager Awards: Kleinwort Benson’s Choukeir
CIO at Kleinwort Benson Mouhammed Choukeir shared some thoughts with PA at the 2017 Wealth Manager Awards event.
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PA ANALYSIS: Is the pound’s pumping up of portfolios dangerous?
The large slide in the value of the pound that followed the Brexit vote has made non-UK assets worth more in sterling portfolios, lifting their returns. Is this all good news though or does it create additional risk?
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Top income funds fall from grace after uncertainty prompts ‘dramatic shakeup’
Sustained economic uncertainty has altered the pecking order in the UK equity income sector, booting eight funds from Sanlam Private Wealth’s bracket of top performers.
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PA Wealth Manager Awards: Church House’s James Mahon
Church House Investment Management CIO James Mahon talked to PA ahead of the 2017 Wealth Manager Awards.
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A bright future for biotech?
New products, strong finances and robust growth: the fundamental strength of the biotech sector was plain to see at JP Morgan’s annual conference for healthcare investors, but it was shrouded by the current political environment.
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Trump flows show no sign of reversal but beware of ‘hippie daze’ – BAML
While investor sentiment on the US economy remains stubbornly bullish, this could give way to volatile conditions similar to those seen before the 1973 stock market crash, according to Bank of America Merrill Lynch.
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Wealth managers weigh in on the Trump rally
At the 2017 PA Wealth Manager awards the team took the opportunity to quiz four of this year’s winning wealth managers on the prospects for a Trump-inspired US equities market.
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Stonehage Fleming expecting a more passive future
With an apparently shrinking pool of talented managers and a growing ETF market, even investors with a solid connection to actively managed funds are increasingly looking towards a more passive future, according to Stonehage Fleming’s director of investment management.
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PA ANALYSIS: Time to top up on European equities?
Today’s eurozone data certainly gives investors something to think about. Should the action that follows this thinking be a raising of your European equities weighting?